HomeServicePointIn Depth: HouseholdsHow to Remove a Client from a Household During a Program Stay

5.2. How to Remove a Client from a Household During a Program Stay

Here are the steps for removing someone from the project while everyone else in the Household stays. You have to Exit them from the program first and then remove them from the Household:

Exit the Client from the Entry/Exit.

  1. Go to the client who is leaving
  2. Click the Exit Pencil from the Summary tab
  3. Only checkmark the person(s) who is/are exiting (the person you are on is checked already)
  4. Fill out the Exit Data, Reason for Leaving and Destination data that applies to the leaver(s)
  5. Click Save & Continue
  6. Fill out and Save any changes to the clients Exit Assessment (any changes that are not already recorded)

Remove the person from the Household.

  1. Go to a client who is staying
  2. Click the Household Pencil on the Summary tab
  3. Click the red circle for the person who is leaving
  4. Set the Date they left and click OK
  5. Click Save & Exit to return to the Summary tab

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